See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,597 | $159,602-33.2% | $150,045-29.0% | $142,382-25.1% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 16.82% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,348 | $4,961-52.7% | $4,693-50.0% | $4,299-45.4% |
| Participant deferral / active EE | $12,126 | $8,310+45.9% | $7,997+51.6% | $6,507+86.3% |
| Admin fee / account holder | $14,668 | $14,846-1.2% | $13,435+9.2% | $12,624+16.2% |